You can now export your transactions from the Account History page using two basic export options: Comma Separated Value (.csv) and OFX (.ofx) formats. CSV can be used with Excel or similar software while OFX is used by some software vendors to export transaction data.
>p>Both types are available for all accounts and will extract all transactions within the selected date range. Soon you will also be able to use export formats for Quicken (QFX) and QuickBooks (QBO) directly on the Account History page.
NOTE: If no transactions are available for an account within the selected date range, the Export button will be grayed out (disabled) and cannot be selected.
To export to Excel using Firefox*:
- Make sure that you have the date range for the data you want to export (month, 30 days or custom date range).
- Click the Export button with CSV selected (the default).
- Select the Open with Microsoft Excel radio button (or you can select a different export option from the dropdown list).
- Click the OK button to open the Downloads window with the downloaded file at the top of the list.
- Double-click the file to open the data in Excel.